DUNN & SHIRLEY, LLC
Plan context: DUNN & SHIRLEY, LLC 401(K) PLAN
EIN 83-2222600 • Honea Path, SC • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,301,597
2025 Contributions
$197,839
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $2,301,597 | $197,839 | $49,460iApproximate average salary by contribution assumption: employee only about $1,236,494 at 4% or $824,329 at 6%; with 50% employer match about $824,329 at 4% or $549,553 at 6%; with 100% employer match about $618,247 at 4% or $412,165 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 4 | $2,301,597 | $197,839 | $49,460iApproximate average salary by contribution assumption: employee only about $1,236,494 at 4% or $824,329 at 6%; with 50% employer match about $824,329 at 4% or $549,553 at 6%; with 100% employer match about $618,247 at 4% or $412,165 at 6%. |
| 2024 | 1 | 4 | $1,739,551 | $200,900 | $50,225iApproximate average salary by contribution assumption: employee only about $1,255,625 at 4% or $837,083 at 6%; with 50% employer match about $837,083 at 4% or $558,056 at 6%; with 100% employer match about $627,813 at 4% or $418,542 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 4 | $1,739,551 | $200,900 | $50,225iApproximate average salary by contribution assumption: employee only about $1,255,625 at 4% or $837,083 at 6%; with 50% employer match about $837,083 at 4% or $558,056 at 6%; with 100% employer match about $627,813 at 4% or $418,542 at 6%. |
| 2023 | 1 | 4 | $1,337,326 | $179,650 | $44,913iApproximate average salary by contribution assumption: employee only about $1,122,813 at 4% or $748,542 at 6%; with 50% employer match about $748,542 at 4% or $499,028 at 6%; with 100% employer match about $561,406 at 4% or $374,271 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 4 | $1,337,326 | $179,650 | $44,913iApproximate average salary by contribution assumption: employee only about $1,122,813 at 4% or $748,542 at 6%; with 50% employer match about $748,542 at 4% or $499,028 at 6%; with 100% employer match about $561,406 at 4% or $374,271 at 6%. |
| 2022 | 1 | 4 | $1,097,724 | $138,062 | $34,516iApproximate average salary by contribution assumption: employee only about $862,888 at 4% or $575,258 at 6%; with 50% employer match about $575,258 at 4% or $383,506 at 6%; with 100% employer match about $431,444 at 4% or $287,629 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 4 | $1,097,724 | $138,062 | $34,516iApproximate average salary by contribution assumption: employee only about $862,888 at 4% or $575,258 at 6%; with 50% employer match about $575,258 at 4% or $383,506 at 6%; with 100% employer match about $431,444 at 4% or $287,629 at 6%. |
| 2021 | 1 | 5 | $1,019,331 | $121,834 | $24,367iApproximate average salary by contribution assumption: employee only about $609,170 at 4% or $406,113 at 6%; with 50% employer match about $406,113 at 4% or $270,742 at 6%; with 100% employer match about $304,585 at 4% or $203,057 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 5 | $1,019,331 | $121,834 | $24,367iApproximate average salary by contribution assumption: employee only about $609,170 at 4% or $406,113 at 6%; with 50% employer match about $406,113 at 4% or $270,742 at 6%; with 100% employer match about $304,585 at 4% or $203,057 at 6%. |
| 2020 | 1 | 5 | $787,702 | $147,106 | $29,421iApproximate average salary by contribution assumption: employee only about $735,530 at 4% or $490,353 at 6%; with 50% employer match about $490,353 at 4% or $326,902 at 6%; with 100% employer match about $367,765 at 4% or $245,177 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 5 | $787,702 | $147,106 | $29,421iApproximate average salary by contribution assumption: employee only about $735,530 at 4% or $490,353 at 6%; with 50% employer match about $490,353 at 4% or $326,902 at 6%; with 100% employer match about $367,765 at 4% or $245,177 at 6%. |
| 2019 | 1 | 5 | $455,488 | $440,264 | $88,053iApproximate average salary by contribution assumption: employee only about $2,201,320 at 4% or $1,467,547 at 6%; with 50% employer match about $1,467,547 at 4% or $978,364 at 6%; with 100% employer match about $1,100,660 at 4% or $733,773 at 6%. |
| DUNN & SHIRLEY, LLC 401(K) PLAN | - | 5 | $455,488 | $440,264 | $88,053iApproximate average salary by contribution assumption: employee only about $2,201,320 at 4% or $1,467,547 at 6%; with 50% employer match about $1,467,547 at 4% or $978,364 at 6%; with 100% employer match about $1,100,660 at 4% or $733,773 at 6%. |